New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Create Projects That You Can Invoice to Multiple Customers

error Important

The planned-features for this release wave have been updated and this feature appears to have been removed.

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 12th of the new functionality in the Application section is create projects that you can invoice to multiple customers.

When projects involve multiple customers, billing the right customers for the right project tasks can be challenging and take time. Business Central makes billing less complex by letting you specify the bill-to and sell-to customers on each project task line. Having that information on each task lets you automatically generate invoices for the correct customers.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can define the Bill-to Customer No. and the Sell-to Customer No. for each project task line. To enable you to enter that information, Microsoft have made the following fields available on the Project Task table, Project Task Lines subform page, and the Project Task Card page:

  • Bill-to Customer No.
  • Bill-to Name, Bill-to Name 2
  • Bill-to Address, Bill-to Address 2
  • Bill-to City, Bill-to Post Code
  • Bill-to County, Bill-to Country/Region Code
  • Bill-to Contact No., Bill-to Contact
  • Sell-to Customer No.
  • Sell-to Customer Name, Sell-to Customer Name 2
  • Sell-to Address, Sell-to Address 2
  • Sell-to City, Sell-to Post Code
  • Sell-to County, Sell-to Country/Region Code
  • Sell-to Contact No., Sell-to Contact
  • Ship-to Code
  • Ship-to Name, Ship-to Name 2
  • Ship-to Address, Ship-to Address 2
  • Ship-to City, Ship-to Post Code
  • Ship-to County, Ship-to Country/Region Code
  • Ship-to Contact
  • Language Code, Format Region
  • External Document No., Your Reference
  • Payment Method Code, Payment Terms Code
  • Price Calculation Method

The Project Task Card page includes most of the fields and makes them accessible from the Project Task Lines Subform. The Project Task Card page has the following FastTabs:

  • General, which has the Customer Details, Description, External Document No., and Project Task Type fields.
  • Lines, which has the project planning lines.
  • Posting, which has the Project Posting Group, WIP Method, WIP Total, Location, and Bin fields.
  • Invoice and Shipping, which has billing and shipping details and the Payment Terms and Payment Method fields.

The Project Task Lines subform has the Bill-to Customer No., Sell-to Customer No., External Document No., and Your Reference fields. By default, some of these fields don’t display, but you can add them through personalization.

You can edit the fields only if you select Posting in the Project Task Type field.

Turn the feature on, or leave it off

If you’re happy with the invoicing features you’re already using, you can continue to do so. If you decide you want to use this feature, it’s easy to turn on.

On the Project Setup Page, in the Default Billing Method field, choose one of the following options:

  • Per Project, which is the default setting. If you choose this option, the fields are empty and you can’t edit them. The fields don’t display on the Project Task Lines subform page.
  • Per Project Task. If you choose this option, you can edit the fields. Business Central uses the billing details you define on project task lines to create invoices and define prices.

To ensure flexibility, you can use the Billing Method field on the Project Card page on the Invoice and Shipping FastTab. To display the field, you might need to choose Show more.

You can switch from Per Project to Per Project Task. If you do, Business Central populates the fields on the task level based on values in the header. This is irreversible.

My Opinion

This sounds like it should be useful; I’ve worked with more than one company which had a requirement to have multiple customers billed from a project and needed to have a customisation to allow them to do this. There will be some unpicking of the developed functionality they have, but it should simplify things in future by using the new standard functionality.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones

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